Fiserv (FISV) Fell on a Weak Earnings Report

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation by investing in diverse large-cap US companies. A copy of the letter can be downloaded here. In the quarter, the fund (investor class) outperformed the S&P 500 Index, returning 4.78% vs. 2.66% for the index. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

In its fourth-quarter 2025 investor letter, Oakmark Fund highlighted stocks such as Fiserv, Inc. (NASDAQ:FISV). Fiserv, Inc. (NASDAQ:FISV) is a leading financial technology company that provides payment and fintech services. The one-month return of Fiserv, Inc. (NASDAQ:FISV) was -2.31%, and its shares lost 67.32% of their value over the last 52 weeks. On January 12, 2026, Fiserv, Inc. (NASDAQ:FISV) stock closed at $66.75 per share, with a market capitalization of $36.285 billion.

Oakmark Fund stated the following regarding Fiserv, Inc. (NASDAQ:FISV) in its fourth quarter 2025 investor letter:

“Fiserv, Inc. (NASDAQ:FISV) was the top detractor during the quarter. The U.S.-headquartered bank software and payment processor’s stock price declined sharply after reporting disappointing third-quarter earnings. Following the completion of a recent strategic review, Fiserv’s new CEO concluded that prior leadership’s medium-term revenue growth and margin targets were unachievable. While we are disappointed by these revelations, we continue to believe that Fiserv is a formidable competitor with attractive assets operating in growing end markets. We are also encouraged by recent upgrades to the executive management team and the board of directors, as well as recent insider stock purchases. The new management team expects Fiserv to deliver mid single-digit organic revenue growth and double-digit earnings per share (EPS) growth on a normalized basis. Accordingly, we believe the risk/reward is attractive with the shares trading at a single-digit multiple of current EPS.”

Is ACI Worldwide Inc. (ACIW) the Most Promising Technology Stock to Buy Now?

Fiserv, Inc. (NASDAQ:FISV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Fiserv, Inc. (NASDAQ:FISV) at the end of the third quarter, which was 94 in the previous quarter. While we acknowledge the risk and potential of Fiserv, Inc. (NASDAQ:FISV) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Fiserv, Inc. (NASDAQ:FISV) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Fiserv, Inc. (NASDAQ:FISV) and shared the list of oversold fundamentally strong stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.